See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,261 | $65,561-78.2% | $86,188-83.5% | $75,163-81.0% |
| Participation rate | 32.3% | 60.5%-28.2pp | 69.0%-36.7pp | 67.2%-34.9pp |
| Annual return | 19.66% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $919 | $1,553-40.8% | $2,380-61.4% | $2,670-65.6% |
| Participant deferral / active EE | $1,442 | $3,024-52.3% | $3,985-63.8% | $4,125-65.0% |
| Admin fee / account holder | $3,071 | $5,474-43.9% | $6,852-55.2% | $5,651-45.6% |